Stephen Baldwin (CRD# 7285769) is an Investment Advisor Representative working at Kinetic Investment Management, Inc. in Los Angeles, CA and has over 3 years of experience in the finance industry.
CRD# 2962660
Grove Point Advisors, LLC
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kinetic Investment Management, Inc. | Louisville, KY | Feb 2021 - Current | 3 |
| Baldwin Financial Group, LLC | Lanesville, IL | Jul 2020 - Current | 3 |
| Capital Insurance Group, Inc. | Louisville, KY | Jul 2015 - Current | 8 |
| Visionary Wealth Management, LLC | Alpharetta, GA | Dec 2020 - Apr 2021 | < 1 |
| Gibbs Wealth Management, LLC | Alpharetta, GA | Sep 2020 - Apr 2021 | < 1 |
| Kansai Japenese Steakhouse | Clarksville, IN | May 2006 - Jul 2017 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2020 |
- KY
-
Total Assets Under Management344MILLIONS
-
Total Number of Accounts2,939ACCOUNTS
-
Average Account Value$116,903
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, AZ, CA, CO, FL, IL, IN, KY, LA, MA, MI, MN, NC, NE, NH, NJ, NM, NY, OH, OK, OR, TN, TX, UT, WI
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